TL

Tirschwell & Loewy Portfolio holdings

AUM $731M
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.32M
3
+$6.26M
4
WFC icon
Wells Fargo
WFC
+$3.62M
5
DXCM icon
DexCom
DXCM
+$760K

Top Sells

1
+$8.46M
2
+$7.93M
3
+$7.64M
4
GWW icon
W.W. Grainger
GWW
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.26M

Sector Composition

1 Healthcare 39.49%
2 Industrials 12.14%
3 Technology 10.89%
4 Consumer Staples 8.93%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.04%
2,600
-100
77
$215K 0.04%
5,477
-2,970
78
– –
-23,380
79
– –
-10,538
80
– –
-51,105
81
– –
-77,255
82
– –
-1,000
1 2 3
4